Position in DE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,510,339
+$160,673 QoQ
Shares Held
2,381
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,112
of 2,650 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Everhart Financial Group, Inc. holds $7,227,666 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (20.9% of the industry book) .
All Filings in DE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,339 | 2,381 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,349,666 | 2,396 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,065,689 | 2,289 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,093,765 | 2,392 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,180,205 | 2,321 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $966,861 | 2,060 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $807,995 | 1,907 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $673,570 | 1,614 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $465,916 | 1,247 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $424,705 | 1,034 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $346,687 | 867 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $393,229 | 1,042 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $325,772 | 804 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $545,414 | 1,321 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $546,240 | 1,274 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $378,965 | 1,135 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $240,474 | 803 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $441,633 | 1,063 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||